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Johnson Financial Group Inc (Wisconsin)’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$609K Buy
11,368
+2,187
+24% +$114K 0.02% 216
2026
Q1 		$453K Sell
9,181
-120
-1% -$6.25K 0.02% 236
2025
Q4 		$509K Buy
9,301
+748
+9% +$39.9K 0.02% 230
2025
Q3 		$461K Buy
8,553
+79
+0.9% +$4.19K 0.02% 256
2025
Q2 		$444K Sell
8,474
-3,727
-31% -$184K 0.02% 226
2025
Q1 		$608K Sell
12,201
-78
-0.6% -$3.91K 0.03% 202
2024
Q4 		$632K Buy
12,279
+3,386
+38% +$164K 0.03% 192
2024
Q3 		$403K Buy
8,893
+5,548
+166% +$242K 0.02% 261
2024
Q2 		$138K Sell
3,345
-5,263
-61% -$217K 0.01% 355
2024
Q1 		$363K Sell
8,608
-1,452
-14% -$57.3K 0.02% 233
2023
Q4 		$378K Buy
10,060
+5,365
+114% +$186K 0.02% 220
2023
Q3 		$156K Hold
4,695
– – 0.01% 266
2023
Q2 		$158K Buy
4,695
+3,535
+305% +$115K 0.01% 285
2023
Q1 		$37.3K Sell
1,160
-12,746
-92% -$443K ﹤0.01% 429
2022
Q4 		$476K Buy
13,906
+9,691
+230% +$328K 0.04% 173
2022
Q3 		$143K Buy
+4,215
New +$139K 0.01% 271
2022
Q2 		– Sell
-7,037
Closed -$270K – 753
2022
Q1 		$270K Hold
7,037
– – 0.02% 239
2021
Q4 		$275K Buy
+7,037
New +$277K 0.02% 242
2020
Q4 		– Sell
-533
Closed -$13K – 533
2020
Q3 		$13K Buy
533
+3
+0.6% +$73 ﹤0.01% 366
2020
Q2 		$12K Buy
530
+4
+0.8% +$91 ﹤0.01% 364
2020
Q1 		$11K Sell
526
-996
-65% -$27.4K ﹤0.01% 384
2019
Q4 		$47K Buy
1,522
+2
+0.1% +$59 ﹤0.01% 311
2019
Q3 		$43K Buy
1,520
+1,003
+194% +$27.7K ﹤0.01% 348
2019
Q2 		$14K Buy
517
+3
+0.6% +$81 ﹤0.01% 438
2019
Q1 		$13K Buy
514
+2
+0.4% +$52 ﹤0.01% 422
2018
Q4 		$12K Buy
512
+3
+0.6% +$78 ﹤0.01% 422
2018
Q3 		$14K Buy
509
+3
+0.6% +$84 ﹤0.01% 428
2018
Q2 		$13K Buy
506
+2
+0.4% +$55 ﹤0.01% 441
2018
Q1 		$14K Buy
504
+2
+0.4% +$58 ﹤0.01% 440
2017
Q4 		$14K Buy
+502
New +$13.5K ﹤0.01% 462
2014
Q2 		– Sell
-137
Closed -$3K – 734
2014
Q1 		$3K Buy
+137
New +$2.62K ﹤0.01% 671

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s XLF Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 24% in Q2 2026, buying an estimated $114K and bringing the position to 11,368 shares worth $609K. The position accounts for 0.02% of the portfolio, ranked #216.

Johnson Financial Group Inc (Wisconsin) first reported a position in XLF in Q1 2014 and has held it in 31 quarters since. The position peaked at $632K in Q4 2024. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 11,368 shares of State Street Financial Select Sector SPDR ETF worth $609K as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) bought 2,187 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $114K.
  • State Street Financial Select Sector SPDR ETF made up 0.02% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #216 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2014 and has held it in 31 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s State Street Financial Select Sector SPDR ETF position peaked at $632K in Q4 2024.
  • 1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.